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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,309 | $95,404+48.1% | $113,397+24.6% | $82,637+71.0% |
| Participation rate | 39.2% | 72.8%-33.6pp | 76.5%-37.3pp | 68.1%-28.8pp |
| Annual return | 15.32% | 19.08%-3.8pp | 23.20%-7.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,675 | $2,307-27.4% | $2,977-43.7% | $2,552-34.4% |
| Participant deferral / active EE | $3,638 | $4,220-13.8% | $5,076-28.3% | $4,126-11.8% |
| Admin fee / account holder | $3,062 | $9,168-66.6% | $11,957-74.4% | $7,339-58.3% |